Significant advice opportunities have been created, particularly for older clients, as a result of the passing of 2021 Federal Budget super proposals. We summarise the changes to help you...
Category: News
Is there a death tax in Australia? In this episode, Rob discusses superannuation death benefits and in particular taxation for non-dependants. The death tax no one is talking...
Retirement & Money 104 – Superannuation Death Benefit Nominations
Who gets your superannuation when you die? A guide to death benefit nominations. The purpose of this podcast is to provide general information only and the contents of this podcast do not purport...
Retirement is a number, but it's not your age. Going back to the last two episodes, know how much income do you need for your lifestyle, then estimate the savings you will need for your income. If...
There has been a bit of a myth getting around for years that you need a million dollars in your super fund to have a comfortable retirement. The million-dollar retirement...
According to the Australian Superannuation Fund Association’s Retirement Standard, to enjoy a comfortable retirement, singles need $545,000 in savings at retirement (aged 65) to generate a yearly...